Pathway Financial Advisors’s NuStar Energy L.P. NS Stock Holding History

Pathway Financial Advisors’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-745	Closed	-$17K	–	398
2018 Q2	$17K	Hold	745	–	–	0.01%	346
2018 Q1	$15K	Hold	745	–	–	0.01%	364
2017 Q4	$22K	Buy	+745	New	+$24.2K	0.01%	347

Other funds holding NS

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pathway Financial Advisors's NS Position: Q3 2018 in Review

Pathway Financial Advisors sold out of NuStar Energy L.P. (NS) in Q3 2018, closing a stake of 745 shares — an estimated $17K sold.

Pathway Financial Advisors first reported a position in NS in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 182 funds tracked by Wall St. Rank hold NS as of Q3 2018.

Pathway Financial Advisors reported no remaining NuStar Energy L.P. position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 745 NuStar Energy L.P. shares in Q3 2018, an estimated $17K.
Pathway Financial Advisors first reported a position in NuStar Energy L.P. in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's NuStar Energy L.P. position peaked at $22K in Q4 2017.
182 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.